# WHITWELL & CO, LLC

WHITWELL & CO, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 331958
- Type: SEC-registered investment adviser
- SEC file number: 801-131151
- Phone: 512-766-7775
- Latest filing: 2026-07-06
- Regulatory AUM: $116.8M
- Discretionary AUM: $116.8M
- Clients: 9
- Accounts: 489

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Andrew Smith | CHIEF COMPLIANCE OFFICER | Humacao, PR |
| Floriano Luzio Whitwell | TRUSTEE OF 0123581321 TRUST | — |
| Stefan Whitwell | CHIEF EXECUTIVE OFFICER; INDIRECT OWNER | — |
| Andrew Thomas Lucich | CHIEF COMPLIANCE OFFICER | — |
| SMITH CLARENCE ANDREW | CHIEF COMPLIANCE OFFICER | — |
| WHITWELL STEFAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND INDIRECT OWNER; INDIRECT OWNER | — |
| WHITWELL FLORIANO LUZIO | TRUSTEE OF 0123581321 TRUST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331958/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331958/similar
- Related entities: https://search.stillhousedata.com/firm/331958/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331958

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.